Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,927 | $135,956-19.1% | $123,894-11.3% | $273,972-59.9% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 2.66% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $2,161 | $5,170-58.2% | $4,617-53.2% | $4,869-55.6% |
| Participant deferral / active EE | $5,159 | $6,343-18.7% | $5,984-13.8% | $5,287-2.4% |
| Admin fee / account holder | $2,939 | $9,817-70.1% | $8,357-64.8% | $10,133-71.0% |